D
Dianebreon
Portfolio design by her husband, Greg. CFA (retired), and former stock broker at Merrill and DeanWitter for 8 years. Big fan of covered call writing! Design is for 70 yr old retired couple.
Portfolios
65% ETV (in practice JEPI) 25% QQQ 10% INDY (India Top 50)
Static Portfolio
3 positions
Jun 14, 2023
61 views
ETV 60% (in practice JEPI) VIG 30% QQQ 10%
Static Portfolio
3 positions
Jun 4, 2023
30 views
ETV 60% (in practice JEPI) VIG 30% QQQ 5% TIP 5%
Static Portfolio
4 positions
Jun 4, 2023
27 views
ETV 60% (in practice JEPI) VIG 20% QQQ 20%
Static Portfolio
3 positions
Jun 6, 2023
20 views
ETV 65% (in practice JEPI) VIG 30% TIPS 5%
Static Portfolio
3 positions
Jun 4, 2023
16 views
ETV as substitute for JEPI or JEPQ QQQ as substitute for XLK
Static Portfolio
3 positions
Apr 8, 2024
8 views
ETV as substitute for JEPI or JEPQ QQQ as substitute for XLK
Static Portfolio
3 positions
Apr 20, 2024
7 views